Institutional Ownership Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS). We have compiled data on the 433 institutions that hold shares in the stock, with a total of 84 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,643
shares
|
$728,782
0.33% of portfolio
|
Q1 2024
Added 4.99%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
3,619
shares
|
$723,980
0.0% of portfolio
|
Q1 2025
Reduced 99.12%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,582
shares
|
$716,579
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,570
shares
|
$714,178
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
3,563
shares
|
$712,778
0.16% of portfolio
|
Q1 2025
Reduced 27.2%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,554
shares
|
$710,977
0.01% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,424
shares
|
$684,971
0.04% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,345
shares
|
$669,167
0.09% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,253
shares
|
$650,762
0.11% of portfolio
|
Q1 2025
Reduced 43.4%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,218
shares
|
$643,760
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,201
shares
|
$640,360
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,201
shares
|
$640,360
0.02% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,159
shares
|
$631,957
0.44% of portfolio
|
Q1 2025
Added 18.4%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
3,054
shares
|
$610,952
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,043
shares
|
$608,752
0.04% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
3,023
shares
|
$604,751
0.29% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
2,966
shares
|
$593,348
0.03% of portfolio
|
Q1 2025
Reduced 46.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,861
shares
|
$572,343
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,844
shares
|
$568,942
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,702
shares
|
$540,535
0.01% of portfolio
|
Q1 2021
Reduced 2.33%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,668
shares
|
$533,733
0.02% of portfolio
|
Q2 2025
Added 44.69%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,598
shares
|
$519,729
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
2,547
shares
|
$509,527
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
2,522
shares
|
$504,526
0.01% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,520
shares
|
$504,126
0.17% of portfolio
|
Q3 2023
Added 0.8%
|